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Pipedrive + ServiceM8

Pipedrive + ServiceM8

Pipedrive + ServiceM8 integrations

Create new ServiceM8 clients from new persons in Pipedrive

Streamline your workflow with this automation. When a new person is added in Pipedrive, a client profile will be instantly created in ServiceM8. This ensures that your client data is consistent and up-to-date across both platforms, thereby saving you time and reducing manual data entry.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Pipedrive and ServiceM8

Discover other triggers and actions you can use with Pipedrive and ServiceM8

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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servicem8 logo
About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
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